Wealthspire Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 47,594 shares of DFAS stock, worth $2.84 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
47,594
Previous 50,611 5.96%
Holding current value
$2.84 Million
Previous $3.28 Million 5.64%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$63.58 - $71.15 $191,820 - $214,659
-3,017 Reduced 5.96%
47,594 $3.1 Million
Q3 2024

Nov 13, 2024
BUY
$59.25 - $65.33 $3 Million - $3.31 Million
50,611 New
50,611 $3.28 Million

Others Institutions Holding DFAS

# of Institutions
782
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email